Job ref no.: CT3114506-01#0071
Jardine Lloyd Thompson PCS Limited

Senior Manager / Associate Director, Policy Servicing - Wealth Management

Jardine Lloyd Thompson PCS Limited

Benefits
  • 5-day week
  • Insurance plan
  • Medical plan

Job Description :

  • Provide after sales service to high net worth clients, including Annual Renewal Review and relevant enquiries.
  • Identify opportunities for JLT high value life insurance products to high net worth clients during policy servicing process.
  • Develop strong working relationship with private bankers with the objective of jointly identifying clients who would benefit from life insurance as a component of wealth management programs.
  • Work closely with PCS Hong Kong’s suppliers of the Products with a view to delivering to the clients the most competitive products tailored at the specific needs of the clients.
  • Provide support to private bankers from the solicitation process to final closing in the delivery of the Products to high net worth clients.
  • rovide feedback to the Senior Management and other stakeholders on market trends, product developments and the changing needs of the market place.

 

Job Requirement:

  • Bachelor degree or equivalent
  • Good command of written and spoken English and Chinese, proficiency in Mandarin is a MUST
  • At least 5 years of relevant working experience in the banking / life insurance / wealth management / financial services industry
  • Good sales and negotiation skills and relationships development
  • With positive attitude, willing to share/learn and enjoy teamwork environment
  • Detail-minded, well-organized and possess good interpersonal skills and high level of accuracy
  • Proficient in MS Office applications (Excel, Word,PowerPoint, etc)

  

Interested parties should send their CVs with expected salary to us by clicking Apply Now.

All information provided by applicants will be used for recruitment related purposes and handled in strict confidence by authorized personnel. The personal data collected will be destroyed after three months.

More job information
Job ref no. CT3114506-01#0071
Salary
  • N/A
Job Function
Industry
Location
  • Taikoo Shing
Employment Term
  • Permanent
  • Full-time
Experience
  • 5 years - 10 years
Career Level
  • Middle management level
Education
  • Degree